Bulk Transfer

Bulk Transfer is useful when you need to transfer products that are unit-based from one office to another in large quantities.

How to use Bulk Transfer

To transfer your products in bulk, do the following:

1) You can access this tool by adding the /product/bulk_transfer to the end of your account's URL. For example: https://example.indicaonline.com/product/bulk_transfer.

2) On the opened page, click the Download Template button.

3) Save and open the "bulk_transfer_template.csv" file.

Specify the following information:

• Product ID
  To find the Product ID, go to Inventory -> Product List, click on the desired product to open the Product Profile page. The URL will contain the Product ID.
  
  
  
• Package UID
  For Metrc and Package Control products enter the UID or Batch ID.
  For non-Metrc products leave this column empty.
  
  
• QTY to Office
  Change "Office_name_1" to the name of the receiving office. Go to Config -> Offices & Storages, click on the desired office, and enter the name of the Office.
  For example, the column will be named "QTY to Office: Calidev MAIL only.
  
  
  
  Then specify the quantity of the product you want to transfer to this office. Enter the "QTY to Office: Office_name_2" to another column if you want to transfer the same product to multiple offices.
  If you do not want to transfer one of the products to one of the offices, enter 0 in the corresponding row below the particular Office column.
  

4) Once you specified all the desired information, save this file with a .csv extension.

Then, on the Bulk Transfer page, click the Select Office dropdown list to select the Source Office.

Click the Browse... button and upload the .csv file.

After the file was uploaded, click the Start Transfer button.

In the confirmation window, click the Confirm button.

5) Click the Downloads link to download the transfer report.

6) Find the correct report, click on the name to download and save it.

7) Open the report.

If the header of the report contains "All items were transferred successfully", and each item contains the "SUCCESS" value in the Transfer Status column, that means that the bulk transfer process was successfully completed.

If the header of the report contains "Some items weren't transferred successfully", that means that the bulk transfer process was not fully completed. Items that failed to transfer will contain the "FAILED" value in the Transfer Status column, and a short description with the exact cause of the problem that led to failure.

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